Heritage Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$91.16 - $108.26 $4,831 - $5,737	53 Added 100.0%	106 $10,000
Q3 2022 Nov 14, 2022	SELL	$92.19 - $111.85 $1,198 - $1,454	-13 Reduced 19.7%	53 $5,000
Q1 2022 Aug 15, 2022	BUY	$115.14 - $134.62 $575 - $673	5 Added 8.2%	66 $8,000
Q3 2021 Nov 10, 2021	SELL	$133.17 - $142.02 $5,859 - $6,248	-44 Reduced 41.9%	61 $8,000
Q2 2021 Aug 11, 2021	BUY	$130.46 - $139.84 $6,914 - $7,411	53 Added 101.92%	105 $14,000
Q1 2021 Jul 16, 2021	BUY	$121.06 - $131.2 $6,295 - $6,822	52 New	52 $7,000

659

46.7M

100

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